💾Memory stocks bounced: SK Hynix +4.4%, Micron +4.0%, SanDisk +2.0%, while the inverse SNDQ fell −4.5%. The driver wasn’t demand, but payouts — SK Hynix confirmed a ₩40tn buyback, and Samsung pledged 50% of free cash flow.🐯 The bull case is dividends & torque. The bear case is downstream cost pressure — Xiaomi’s profit dented, Intel GPU prices +48%. My view: I’d wait for downstream acceptance before chasing. Without proof that end‑users can absorb higher costs, the rebound looks fragile.
[Duh] @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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